Qui utilise Formstack Documents ?

Les clients utilisent principalement WebMerge pour automatiser l'assemblage de leurs documents afin de gagner du temps, de réduire les erreurs et de maintenir la cohérence au sein de leur organisation.

Description de Formstack Documents

WebMerge automatise la création de votre document afin que vous n'ayez plus jamais à copier et coller ! Fusionnez automatiquement les données du Cloud en un document PDF, Word, une feuille de calcul Excel ou une présentation PowerPoint, en un instant et sans lever le petit doigt. Comment cela fonctionne-t-il ? En un mot, il s'agit de créer un document (ou un modèle) dans WebMerge, de l'intégrer avec les services les plus populaires pour envoyer les données à ce document et de recevoir une copie fusionnée. Sans couture. Automatique. Simple.

Informations sur Formstack Documents

Formstack

http://www.webmerge.me

Fondé en 2011

Prix de Formstack Documents

Formstack Documents est disponible en version gratuite et propose un essai gratuit. La version payante de Formstack Documents est disponible à partir de 29,00 $US/mois.

À partir de

29,00 $US/mois
Consulter les tarifs

Version gratuite

Oui

Essai gratuit

Déploiement

Cloud, SaaS, web

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Formstack Documents - Fonctionnalités

Logiciels de création de documents
Collaboration
Formats multiples d'édition
Modèles
Signature électronique
Suivi des interactions
Traitement des lots
Archivage et rétention
Automatisation des processus et flux de travail
Collaboration
Contrôles/Permissions d'accès
Création et conception de formulaires
Fonction de glisser-déposer
Gestion de versions
Recherche en texte intégral
Contrats formalistes
Contrats gouvernementaux
Côté achat (fournisseurs)
Côté vente (clients)
Gestion de cycle de vie des contrats
Gestion de versions
Gestion des flux de travail
Modèles prédéfinis
Recherche en texte intégral
Signature électronique
Suivi de la conformité
Suivi de la progression
Accès hors ligne
Archivage de documents
Assemblage de documents
Conversion du type de fichier
Gestion de versions
Indexation de documents
Outils de collaboration
Reconnaissance optique de caractères
Récupération des fichiers
Rétention de documents
Signature électronique
Suivi de la conformité

Avis sur Formstack Documents

Afficher 5 avis sur 357

Note globale
4,8/5
Facilité d'utilisation
4,5/5
Service client
4,8/5
Fonctionnalités
4,7/5
Rapport qualité-prix
4,5/5
Matthew S.
National Director of Operations
Médecine douce, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 09/08/2018

"Streamline workflows and"

Avantages: WebMerge is an extremely valuable tool our business has been using for almost 2 years now. Prior to utilizing WebMerge we had numerous individuals manually creating invoices as both Excel and PDF documents. Once the documents were created the individuals had to manually place them in folders in DropBox, on a server and/or e-mail them to clients. The process was tedious and time consuming to say the least. With WebMerge these processes are now completely automated! This has increased efficiency, cut costs, and allowed individuals to focus on more important parts of the business. The time and money that it has saved us is tremendous. Additionally, the customer support has truly been amazing. In the rare instance we encountered a technical issue/had a question/requested custom service the typical response time to a support ticket was less than 2 hours (around an 45 minutes to 1 hour in most cases). After the initial reply the support team typically responded to follow-ups within a few minutes. They worked with us and had a solution/answer for everything. The customer service is truly is professional and top-notch. Overall, WebMerge is an amazing tool that has automated many aspects of our business and we keep finding more ways to integrate it into our growing business needs and expanding brands. I looked at other programs before eventually deciding to go with WebMerge and while there are similar platforms, none of them quite matched what WebMerge can do and continues to do in order to help our business succeed.

Inconvénients: I personally don't have any negative remarks about WebMerge at this time. However, I can say that when I have recommended it to others that the price is usually the one thing that they look at as too expensive. Depending on your business needs I guess I can see that, but the reality is that you are going to be saving way more in labor costs while increasing efficiency and decreasing errors caused by human entry. With that said, the one thing I would note here from my conversations when recommending this to others is that they wish there were more tiered pricing options. Some stated they wanted to use it but wished there were more tiers so that they wouldn't have to jump up to a higher priced tier and pay for more document merges then they would be using every month.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 09/08/2018
John B.
VP, Sales
Services financiers, 13-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    Sans note
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 20/04/2020

"Great User Interface"

Avantages: Formstack Sign as been a great addition to our business. Our sales force leverages multiple different platforms and back ends all that require different contracts and agreements for their customers. Using Formstacks easy to use process takes the guess work out for the sales force through providing a universal interface every time.

Inconvénients: You can't send out partially filled out applications without it all being editable. Our sales people want to fill out the customer pricing, but have the customer fill out the rest. This system doesn't allow for that.

  • Provenance de l'utilisateur 
  • Publié le 20/04/2020
Matt K.
CEO
Logiciels, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    Sans note
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 27/01/2018

"WebMerge helps merging data with colleagues"

Avantages: WebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues.
It helps integrating with various 3rd party applications.

Inconvénients: The user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 27/01/2018
Reggie R.
President
Événementiel, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 02/05/2020

"WebMerge makes us look professional!"

Commentaires: We used to have a part-time contractor who manually created all of our contracts, but then she left to take a full-time job, and we were in a bind. We could either try to find another contractor to do this task, or we could try to automate it. I went searching for a way to automate our contracts, and boom discovered WebMerge. I was amazed from day one, and in the span of less than 10 days, we converted our manual contract into a completely automated process with our Clients filling out a Google Form, which pushes the data to a Google Sheet, which Zapier then shoots to WebMerge to populate the contract, which then shoots it to DocuSign for signatures, which finally shoots it into our Google Drive. The transformation of our contract process was amazing! So we immediately started pushing all of our unique document needs into WebMerge. We now have about 50 different documents that get created via WebMerge.

Avantages: We're a small business (3 full-time employees, 2 part-time employees and 6 contractors), and we do about 150 events per year. That's 150 contracts, 150 Strategy Meeting Prep Sheets, 150 Final Details documents, 150 Night of Event documents, 150 post-event debrief documents. Using WebMerge, we're able to automate the creation of these documents, and it makes us look super professional and super organized.

Inconvénients: We don't have any cons about this software. It's easy to use, works every time and is a reliable part of our business aparatus.

  • Provenance de l'utilisateur 
  • Source : SoftwareAdvice
  • Publié le 02/05/2020
Ben A.
Plant Manager
Génie mécanique ou industriel, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 13/05/2020

"Great Product"

Commentaires: Always works and its fast - found help when I needed it and work a-rounds for getting the final product.

Avantages: Easy to use - Looks great in finial output- Very fast - we get our submission back almost immediately and consistently over all the years of use.

Inconvénients: I wish it didn't have to go through Zapier 1st from Gocanvas. I wish it went directly - from Gocavas to Webmerge/ FormStacks

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 13/05/2020